Sales Rep Report

This page will provide an overview of the Sales Rep Report on Spitfire, which includes viewing and downloading relevant reports.
To navigate to the correct page on Spitfire, press the Sales Orders heading, and then select the Sales Rep Reports tab.

Searching

To search for sales rep reports you can filter by:

Select Sales Rep
Enter here the sales rep that you would like to generate a sales report for, by selecting from the drop-down menu. This filter is required.

Months to Report
Enter here the number of months you would like to generate a sales report for. This filter is also required.

Once you have input the filter details correctly, press the

Results

Your search results will provide the following details:

Customer Number
This will display the customer id number.

Contact Name
This will provide the contact name of the sales rep.

Date Opened
This will display the date that the report is generated from, in the format of YYYY-MM-DD HH:MM:SS.

Last Transaction Date
This will display the date and time of the last transaction for the sales rep, in the format of YYYY-MM-DD HH:MM:SS.

Email
This will display the email address of the sales rep.

Company Name
This will display the company name associated with the sales rep.

Phone Number
This will display the phone number of the sales rep.

Postal Code
This will display the postal code of the sales rep, this is likely to be the postal code of the company that the sales rep works for.

Last Inbound Call
This will display the date and time of the last inbound call for the sales rep. This will be given in the format of YYYY-MM-DD HH:MM:SS.

Last Outbound Call
This will display the date and time of the last outbound call for the sales rep. This will be given in the format of YYYY-MM-DD HH:MM:SS.

Month Columns
Depending on how many months you have selected to generate the sales rep report by, there will be that number of columns with the months as the title. The most right-hand side column will have the letter TD in the column title. This stands for To Date, and indicates the current month.

Average Spend
This will display the average spend for that sales rep. This value will be displayed in your local currency, to found decimal places.

Download Sales Rep Report

To download the sales rep report that you have just generated, press the button to begin the report as an Excel file.
The Excel file will include the following data: Customer ID, Contact Name, Date Opened, Last Transaction Date, Email, Company Name, Phone Number, Postal Code, Last Inbound Call, Last Outbound Call, Months, Sales Rep, and Average Spend.